+54.1%
CCL vs VEU
+77.0%
-22.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -0.7% |
| 7D | -0.1% | +1.7% | -1.8% | -2.7% |
| 30D | -20.0% | +1.0% | -21.0% | -21.2% |
| 3M | -13.7% | +5.6% | -19.3% | -20.9% |
| 6M | -9.0% | +13.7% | -22.7% | -25.4% |
| YTD | -22.8% | +17.7% | -40.5% | -40.0% |
| 1Y | -25.3% | +25.8% | -51.1% | -47.5% |
| 3Y | +54.1% | +77.1% | -23.0% | -40.8% |
| All | +54.1% | +77.0% | -22.9% | -40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VEU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling